This article is a guide on how to add Documents in a task within the workflow. (See also: How to customise buttons in the tasks as part of a workflow / How to create a workflow)
This feature is useful for workflows that allow admins to assign documents as a task to the recipients, such as company handbooks, mandatory reading documents, project-related documents, policies and guidelines etc.
On the left menu, go to Workflows > My Workflows. Click on Add New Workflow to create a new workflow.
A new option to create a new workflow template or select from existing templates under Choose a template pop up is shown.
Click on "Use" to use an existing workflow template.
Click Add a New Task to create a new task.
This opens up a page to customize your task. To add a document to the task, under Documents, select the respective document(s) to be attached to the task.
Once the task is assigned, the task recipient sees the following tasks under Workflows > My Tasks.
Documents attached to a task will be shown respectively: